Shipping Forum Podcast

Mr. Bjorn Hojgaard,  CEO - Anglo-Eastern Univan Group; Deputy Chairman – The Hong Kong Shipowners Association  Interviewed by Mr. Nicolas Bornozis, President – Capital Link Mr. Terence Zhao Wei, Founder & Managing Director – Singhai Marine Services

The Vision, Mission And Priorities Of Seafarers’ Unions In Hong Kong Maritime Industry Development: Access to a high-quality pool of seafarers has been a critical issue for the maritime industry. The panel will discuss not only how to maintain the quality of the existing seafarers but also how to promote the seafaring career to the new generation. Introductory Remarks: Captain T.T. Chung, General Secretary of Merchant Navy Officers’ Guild – Hong Kong; ITF Fair Practice Committee and FPC Steering Group Member Panel Discussion Moderator: Mr. Jason Lam, Inspector – ITF; Assistant Head – ITF FOC Campaign Office  Panelists: Ms. Kitty Chan, Administrator – Merchant Navy Officers’ Guild – Hong Kong Mr. Leon Lai, (Chief Officer) Executive Council Member – Amalgamated Union of Seafarers, Hong Kong Ms. Doris Sin, Assistant Head – ITF FOC Campaign Office, Secretary – HKISSC

Cost control & economies of scale, safety & security, human resources management, technological innovation, digitalization, new regulations, capital expenditures & efficient allocation of capital, are among the challenges the industry faces. Are these better handled through a third-party manager or through in-house operations? A discussion among leading third-party ship managers and shipping companies with in-house management on how they are handing today’s challenges and they prepare for the future. Moderator: Mr. Benjamin Wong, Head of Transport & Industrial – InvestHK Panelists:  Mr. Bjorn Hojgaard, CEO - Anglo-Eastern Univan Group; Deputy Chairman – The Hong Kong Shipowners Association Mr. Angad Banga, Chief Operating Officer - Caravel Group / Fleet Management Ltd. Mr. Rajesh Unni, Founder & CEO - Synergy Marine Group  Captain Zhou, COO - Wah Kwong Maritime Transport Holdings Mr. Frank J Coles LLM FNI, Chief Executive Officer – Wallem Group

Not Even the Gods Fight Necessity (Simonides, 139 BC)  2020 marks the beginning of a new era, as the IMO low sulfur regulations kick in and we also start the longer journey towards decarbonization. National and international regulators, shipowners, charterers, fuel producers, insurers, classifications societies and more, need to cooperate and set the tone towards achieving sustainable long-term solutions. Charterers, financiers and investors pay increasing attention to Environmental, Social and Governance (ESG) issues in their decision-making process. The panel will bring together the viewpoint of major stakeholders and discuss options and strategies to achieve a common framework overcoming the complexities involved. Moderator: Mr. Nick Brown, Communications Director - Bureau Veritas Marine & Offshore Panelists: Mr. Mark Cameron, Executive V.P & COO - Ardmore Shipping Mr. James Tong, Managing Director, Head, Asia Pacific & Japan, Global Shipping & Logistics, Head of Diversified Industrial

Where We Are In The Shipping Cycle Today Mr. Martin Stopford, Non-Executive President - Clarkson Research Services Limited

Mr. Chan Fan, Frank JP, Secretary for Transport & Housing - The Government of the Hong Kong Special Administrative Region, Chairman - Hong Kong Maritime and Port Board  Introduced by: Mr. Nicolas Bornozis, President – Capital Link  

MODERATOR:Ms. Despina Panayiotou Theodosiou, co-CEO – Tototheo Maritime; President - WISTA InternationalPANELISTS: Ms.  Boriana Farrar, LL.M.,  Vice President, Counsel, Senior Claims Executive and Business Development Director of the Americas – The American Club  Mr. Andreas Hadjipetrou, Managing Director - Columbia Shipmanagement Mr. Kevin Humphreys, General Manager, Merchant & Gas Carrier Segment Sales - Wartsila To view presentation, please visit our Forum website: http://forums.capitallink.com/shipping/2019NYmaritime/

Are Capital Markets open to shipping? The panel will discuss where to raise capital (New York, Oslo or elsewhere) and the attractiveness and feasibility of alternative capital markets products (common or preferred equity, straight or convertible bonds). It will also discuss the approach and commitment of investment banks to the shipping industry.MODERATOR:Mr. Will Vogel, Partner - Watson Farley WilliamsPANELISTS: Ms. Christa Volpicelli, Managing Director – Citi Mr. Jae Kwon, Managing Director and Head of Corporate Finance – DNB Mr. Douglas Mavrinac, Managing Director, Global Head Maritime Investment Banking – Jefferies LLC Mr. Michael Kirk, Co-Founder and Managing Director – RMK Maritim

Is a strong ESG platform a competitive advantage from a commercial and capital allocation perspective? 2020 marks the beginning of a longer journey as the industry sets out to meet a new challenge – de-carbonization. The panel will discuss the changing regulatory environment and strategies to make shipping more sustainable from an operating point of view. Environmental, Social and Governance issues are an increasingly relevant topic for the industry’s stakeholders and the importance of adapting to new realities will also be viewed in the context of how this may impact commercial opportunities and access to capital.MODERATOR: Mr. Sergio Garcia, Manager - DNV GLPANELISTS: Mr. George Wells, Global Head of Assets & Structuring, Cargill Ocean Transportation - Cargill Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi Mr. Evan W. Uhlick, Head of Ocean Industries, North America - DNB Mr. Stamatis Tsantanis, Pres

The panel will discuss the changing landscape of investors and their attitude to shipping today. Will focus on institutional interest – are investors looking for value, growth, yield, momentum? Also, on the increasing role of individual investors. Active investors in shipping today represent a small fragment of the overall investor base – the panel will discuss what investors are looking for, what they expect from the companies they invest in in terms of business approach, governance, investor relations, transparency, market liquidity and more.MODERATOR:Mr. Nicolas Bornozis, President - Capital LinkPANELISTS: Mr. Richard Diamond, Managing Director - Castlewood Capital Partners Mr. David Marcus, Co-Founder, CEO & Chief Investment Officer - Evermore Global Advisors Mr. James Dowling, Partner – Jefferies Capital Partners Mr. Tyler Olson, Portfolio Manager - Karlin Asset Management

Mr. Robert LaMura, General Manager – The Port Authority of NY & NJ To view presentation, please visit our Forum website: http://forums.capitallink.com/shipping/2019NYmaritime/

The involvement of Private Equity with shipping had a transformational impact. PE provided significant capital to the industry, and helped it to restructure and consolidate. The involvement of PE with shipping has diminished but it still maintains a strong presence. The panel will discuss what deals can currently attract PE investment and what is PE’s appetite and attitude for shipping today.MODERATOR: Mr. Larry Rutkowski, Partner – Seward & Kissel LLPPANELISTS: Mr. Peter Shaerf, Managing Director – AMA Capital Partners Mr. Arthur L. Regan, Operating Partner – Apollo Management Mr. Yohan Minaya, Managing Director – Evercore Mr. Paulo Almeida, Portfolio Manager – Tufton Oceanic Ltd.

MODERATOR:Mr. Anthony Salgado, Partner – Blank RomePANELISTS: Mr. Evan Cohen, Managing Director and Group Head of Maritime Finance Business – CIT Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi Mr. Jack Xu, Deputy Head of Shipping Finance Department - CMB Financial Leasing Mr. Evan W. Uhlick, Head of Ocean Industries, North America - DNB

Mr. Sergio Garcia, Manager - DNV GL To view presentation, please visit our Forum website: http://forums.capitallink.com/shipping/2019NYmaritime/  

MODERATOR:Mr. Ryan White, Director of Freight Initiatives, Ports and Transportation Department – New York City Economic Development CorporationPANELIST: Mr. Del Bobish, Executive Vice President / General Manager - Red Hook Terminals Ms. Tiffany Torrey, CEO - Torrey Enterprises, LLC.

The changing landscape of finance is enriched with several new platforms which are ready to provide debt financing to the shipping industry. Alternative Finance is becoming a bigger source of capital to the industry next to traditional banks, leasing houses and fixed income capital markets instruments. Furthermore, it is open not just to bigger companies but also to smaller and mid-sized owners, who represent a big portion of the industry.The session will also include a Live Deal Offering by Yield Street, whose FinTech Platform combines Capital Markets & Technology. Yield Street’s last offering was oversubscribed in less than 40 seconds.MODERATOR:Ms. Amanda K. Brown, Counsel – Reed SmithPANELISTS: Mr. Nino Mowinckel, Managing Director – Hayfin-Breakwater Mr. Hans Oust Heiberg, Partner – Sole Shipping SO Adviser Limited Mr.  Milind Mehere, CEO – YieldStreet Marine Finance

Mr. Theodore Jadick, Jr., Managing Director, CEO and President – DNB Markets, Inc. – Conference Chairman

MODERATOR: Mr. Christian Wetherbee, Director, Airfreight, Surface & Shipping - Citi ResearchPANELISTS: Mr. Gary Vogel, CEO and Director - Eagle Bulk Shipping (NASDAQ:EGLE) Mr. John C. Wobensmith, President & CEO – Genco Shipping & Trading (NYSE:GNK) Mr. Per Heiberg, CFO – Golden Ocean (NASDAQ: GOGL) Dr. Loukas Barmparis, President – Safe Bulkers (NYSE:SB) Mr. Robert Bugbee, President & Director - Scorpio Bulkers (NYSE:SALT) Mr. Stamatis Tsantanis, President & CEO – Seanergy Maritime Holdings (NASDAQ:SHIP)

In 77 days from this forum, the new low sulfur regulations kick in and we embark on the longer journey towards reducing carbon emissions. The panel will discuss the experience of operators preparing for D-Day. It will also focus on the availability, standardization and compatibility of marine fuels; how this affects the industry on a wider scale and the response of main stakeholders such as engine manufacturers and insurers.MODERATOR:Mr. John Keough, Partner - Clyde & CoPANELISTS: Ms. Kathy J. Metcalf, President and CEO - Chamber of Shipping of America Mr. Andreas Hadjipetrou, Managing Director - Columbia Shipmanagement Mr. John LaRese, Technical Liaison Manager - ExxonMobil Marine Fuels Mr. Hamish Norton, President - Star Bulk Carriers (NASDAQ: SBLK) Mr. Kevin Humphreys, General Manager, Merchant & Gas Carrier Segment Sales - Wartsila

MODERATOR:Mr. Randy Giveans, Maritime Shipping Group Head, Equity Analyst – JefferiesPANELISTS: Mr. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (NYSE:ASC) Mr. Carlos Balestra Di Mottola, CFO - d'Amico International Shipping S.A. (BIT:DIS) Mr. Kevin Kilcullen, CFO - Diamond S Shipping (NYSE:DSSI) Mr. Robert Bugbee, President - Scorpio Tankers Inc. (NYSE:STNG)